Jonathan F. Kolle, CFA

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  • Often Described As: Easy going, conscientious and always thinking ahead.
  • Family Matters: Complicated
  • Favorite Client “Aha” Moment: When I realized that clients wanted a simple, non-technical description of what was happening in their investment accounts and that trying to dazzle them with your knowledge in most cases was just bouncing off. Clients inherently trust you and don’t need a lecture on how smart you are in presentations.
  • Greatest Challenge Overcome (personal): Not letting anger and disappointment dictate your actions.
  • What You Find Underrated:Common sense approaches to investing and financial planning. Sometimes simplicity is the best strategy.
  • Friends or Family Poke Fun At: The time, effort and money I put into trying to perfect my golf game. Something that can never be perfected!
  • Favorite Movie Moments:
    1. Darth Vader telling Luke he’s his father.
    2. Last 10 minutes of Rocky
    3. Roy McAvoy making the final shot across the pond in Tin Cup
  • Favorite Quote: “No friend ever served me, and no enemy ever wronged me, whom I have not repaid in full.” – Lucius Cornelius Sulla

Whatever you are, be a good one” – Abraham Lincoln

  • Most Satisfying Part of Life at HFM Investment Advisors: Being a part of a process that touches multiple generations of families create and protect wealth.
  • Most People Might Not Know: I’m a pretty good cook.
  • Top of mind during calls with clients: Making sure that whatever the client’s concern is, I have addressed it fully and completely.
  • Favorite Workout Routine: Lots of weight training
  • Top Five Movies:
    1. The Godfather Series
    2. Unforgiven
    3. Saving Private Ryan
    4. Tin Cup
    5. Caddyshack
  • Most Memorable Trip: Golfing trip to Scotland
  • Community Involvement: Supporting organizations that provide educational opportunities for kids.
  • Favorite App: Wall Street Journal…what else??
  • Vacation Spot: Any place with beaches and golf courses.
  • Ideal Weekend: Sunny beaches, some golf and good food.
  • Most likely to spend a spare hour: Reading in a quiet relaxing spot like a patio, porch, or even better, a deserted beach.
  • Inspired by: People throughout history who did not necessarily take the easy or popular path but rather stood by their convictions of what was right and just and inspired others by their leadership to do extraordinary things:
    • Jesus Christ
    • George Washington
    • Abraham Lincoln
    • Winston Churchill
  • How do I help our clients “get ready” for life’s transitions: Not screwing up the investment part of the financial plan.
  • How do I spend my time outside of HFM: Golf, exercise and increasing my knowledge base through reading and research.

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